Plan Snapshot
- Plan Sponsor: Building Laborers 310 Pension Fund
- Sponsor EIN: 346573987
- Sponsor Address: 3250 EUCLID AVENUE - ROOM 150, CLEVELAND, OH, 44115
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,118
- Total Assets: $419.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,118 | $419.6M | $21.1M | $0 |
| 2023 | 1,124 | $404.8M | $21.1M | $0 |
| 2022 | 1,091 | $381.4M | $21.3M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SEGAL MARCO ADVISORS | Other Service Provider | $215,000 | — | $215,000 |
| LOCAL 310 FRINGE BENEFIT FUNDS | Recordkeeper | $180,958 | — | $180,958 |
| LOOMIS SAYLES TRUST COMPANY | Investment Advisor | $119,399 | — | $119,399 |
| JP MORGAN CHASE BANK, N.A. | Investment Advisor | $91,067 | — | $91,067 |
| ANCORA ADVISORS | Investment Advisor | $79,557 | — | $79,557 |
| THE SEGAL COMPANY | Actuary | $70,780 | — | $70,780 |
| STATE STREET GLOBAL ADVISORS | Investment Advisor | $66,645 | — | $66,645 |
| NEUBERGER BERMAN INVESTMENT ADVISOR | Investment Advisor | $60,058 | — | $60,058 |
| PRUDENTIAL TRUST COMPANY | Investment Advisor | $44,538 | — | $44,538 |
| YURCHYK & DAVIS CPA'S, INC. | Auditor | $23,900 | — | $23,900 |
| COMERICA BANK & TRUST | Investment Advisor | $22,475 | — | $22,475 |
| TUCKER ARENSBERG ATTORNEYS | ERISA Attorney | $10,937 | — | $10,937 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $5,350 | — | $5,350 |
| PNC INSTITUTIONAL INVESTMENTS | Custodian / Trustee | $5,141 | — | $5,141 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $995,805
- Estimated Expense Ratio: 0.237% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,226,016 | $215,000 | $180,958 | $23,900 | — |
| 2023 | $1,181,125 | $212,917 | $183,216 | $22,900 | — |
| 2022 | $1,183,263 | $681,671 | $182,080 | — | $129,714 |